Sarah Denise Phillips – Financial Adviser
Adviser identifying number: 340015
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: PREMIUM WEALTH MANAGEMENT LTD
Licence number: 237498
Licensee’s ABN: 11091418861
Licence controlled by: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
The date the Financial Adviser commenced the appointment: 14/08/2009
The date the Financial Adviser ceased the appointment: 30/06/2016
Name of the Authorised Representative: PREMIUM WEALTH MANAGEMENT LTD
Authorised Representative identifying number: 000237498
Authorised Representative’s ABN: 11091418861
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
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Relevant qualifications and training:
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan
- Diploma of Financial Services (Financial Planning) – Kaplan
- Diploma of Superannuation Management – ASFA
Relevant memberships of professional bodies or industry associations:
Sarah Denise Phillips is authorised to provide advices on following products: